Rau feem ntau, JPMorgan Chase & Co (NYSE: JPM) kev lag luam ntawm nws qhov kev ntsuas ua ntej kev sib kis yuav zoo li kev kho mob. Tab sis David Wagner, rau ib qho, tseem tsis pom cov khoom "qhov txaus siab".
Wagner piav qhia nws qhov kev xav tsis zoo ntawm JPM
Aptus Capital Advisors tus thawj tswj hwm cov ntaub ntawv yog "tsis muaj zog" cov txhab nyiaj hauv txhab nyiaj. Piav tias vim li cas JPM tsis zoo li ntxim nyiam rau nws ntawm tus nqi tam sim no ntawm CNBC's "Power Lunch", nws hais tias:
Koj tsis tuaj yeem saib JPMorgan los ntawm PE qhov kev xav, muab qhov tsis sib haum xeeb nyob ib puag ncig credit reserves, txawm tias lawv tab tom tso lawv lossis pib tsim lawv. Ib tug yuav tsum saib JPM ntawm tus nqi rau phau ntawv lo ntsiab muag. Yog tias koj ua li ntawd, cov khoom lag luam tsis zoo li txhua qhov txaus siab.
Lub hli tas los, Wall Street lub txhab nyiaj tau liam tias kev nce nyiaj txiag thiab kev ua tsov rog Ukraine raws li nws tau tshaj tawm txog 42% kev poob qis hauv ib xyoos dhau ib xyoos. nws Q1 profit. Cov khoom lag luam poob ze li 30% rau lub xyoo.
Vim li cas Wagner dovish ntawm lub txhab nyiaj Tshuag?
Raws li David Wagner, kev ntshai ntawm kev lag luam poob qis yog lub taub hau loj dua rau cov txhab nyiaj hauv tuam txhab tam sim no dua li nce tus nqi yog tailwind. Tiv thaiv nws qhov kev xav tsis zoo ntawm lub sector, nws tau sau tseg:
Peb cia siab tias qhov kev nthuav tawm credit yuav nthuav dav ntxiv raws li qhov kev cia siab tau pom pom cov plaub hau loj. Thiab kev sib kis thoob plaws tuaj yeem rau txim rau kev nqis peev hauv tuam txhab nyiaj. Tam sim no, kev ntshai qeeb qeeb yog ntau dua li kev cuam tshuam cov txiaj ntsig ntawm kev nce nqi.
US GDP poob poob lawm poob ntawm ib xyoos ib zaug ntawm 1.40% nyob rau hauv thawj peb lub hlis twg ntawm 2022, ntxiv roj rau trepidation uas kev lag luam yog coj mus rau kev lag luam.
Tus ncej Cov kws tshaj lij tswv yim: JPMorgan Tshuag nqis 30% tsis yog 'qhov txaus siab' tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/05/19/expert-opinion-jpmorgan-stock-down-30-isnt-that-appealing/